In this Office Hours session, Steve Drost and Will Kaplan from the Quivr CRM team walk through a real-world example of how a user customized the Future Planning Topics module to better fit her unique planning process.

What started as a square peg/round hole moment turned into a simple, effective customization—with just a few tweaks to record types and fields. The result? A tailored solution built in under five minutes, live during Office Hours.

They also share insight into how Quivr users evolve over time—growing more confident in adapting the system to their workflows and eventually unlocking its full potential.